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BankInfoSecurity Compliance March 29, 2021 March 31, 2021 Compliance nickster2407) • December 16, 2020     Trace Fooshee, senior analyst, Aite Group What kind of financial fraud can we expect in the year ahead? Trace Fooshee of Aite Group offers a forecast based on a new report. ”It's clear that fraudsters were doubling down on their use of stolen identities this year, and continuing application of synthetic identities,” he says. “It's reasonable to assume that those two forms of fraud and the derivative form...

Date 16/12/2020 In 2019, many changes occurred in the U.S. wealth management industry across all four segments: wirehouses, self-clearing retail brokers, clearing and custody, and discount and online brokers. Both the self-clearing retail brokerages, and discount and online brokerages segments gained market share in 2019. Commission revenue continued to decline. Fee-based assets as a percentage of total U.S. client assets increased from 2018 to 2019. Further, despite the COVID-19 crisis, U.S. wealth management firms have performed well during the first three quarters of 2020.  New Reali...

With Advisor-Focused Robo, Franklin Templeton Enters New Territory The asset manager is launching Tango, a white-label robo combining its IP with parts and components from multiple partners. Franklin Templeton is the latest asset manager to turn to financial planning and automated investing technology in a bid to grow its digital presence. The financial services company has partnered with Apex Clearing, owned by private equity and venture capital firm PEAK6, to launch a white-label “turnkey robo advisor,” called Tango, built for financial advisors interested in attracting more ...